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Steven Epstein

Estate Planning 

Licensed Insurance Agent

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About Me

I am committed to helping friends, family, and clients every day. I currently hold a Life & Health Insurance license nationwide. With over a decade of experience, I seek to provide everyone with a successful plan for their future. I provide clients with the security of knowing they will not outlast their money during their lifetime. Helping clients properly plan estates to preserve their nest egg, avoid probate, and navigate market risk and volatility are of vital importance to me. I am a Florida native, and soon-to-be father, I enjoys playing pickleball and spending time with family.

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